AssetMark Inc’s California Resources CRC Stock Holding History

AssetMark Inc’s Portfolio CRC Stock Details CRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$14.9K	Buy	294 +179	+156%	+$9.48K	﹤0.01%	2372
2026 Q2	$6.08K	Buy	115 +43	+60%	+$2.65K	﹤0.01%	2626
2026 Q1	$4.98K	Buy	72 +12	+20%	+$679	﹤0.01%	2572
2025 Q4	$2.68K	Buy	60 +6	+11%	+$285	﹤0.01%	2686
2025 Q3	$2.87K	Buy	54 +27	+100%	+$1.35K	﹤0.01%	2523
2025 Q2	$1.23K	Buy	+27	New	+$1.1K	﹤0.01%	2561
2023 Q4	–	Sell	-2,525	Closed	-$141K	–	1860
2023 Q3	$141K	Buy	2,525 +353	+16%	+$18.8K	﹤0.01%	930
2023 Q2	$98.4K	Buy	2,172 +390	+22%	+$15.8K	﹤0.01%	951
2023 Q1	$68.6K	Buy	1,782 +606	+52%	+$25.1K	﹤0.01%	965
2022 Q4	$51.2K	Buy	1,176 +200	+20%	+$8.76K	﹤0.01%	1032
2022 Q3	$38K	Buy	976 +284	+41%	+$12.3K	﹤0.01%	1000
2022 Q2	$27K	Buy	692 +457	+194%	+$19.6K	﹤0.01%	1057
2022 Q1	$11K	Buy	+235	New	+$10.1K	﹤0.01%	1171

Other funds holding CRC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

AssetMark Inc's CRC Position: Q3 2026 in Review

AssetMark Inc increased its California Resources (CRC) stake by 156% in Q3 2026, buying an estimated $9.48K and bringing the position to 294 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2372.

AssetMark Inc first reported a position in CRC in Q1 2022 and has held it in 13 quarters since. The position peaked at $141K in Q3 2023. 148 funds tracked by Wall St. Rank hold CRC as of Q3 2026.

AssetMark Inc held 294 shares of California Resources worth $14.9K as of Q3 2026.
AssetMark Inc bought 179 California Resources shares in Q3 2026, an estimated $9.48K.
California Resources made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2372 holding.
AssetMark Inc first reported a position in California Resources in Q1 2022 and has held it in 13 quarters since.
AssetMark Inc's California Resources position peaked at $141K in Q3 2023.
148 funds tracked by Wall St. Rank held California Resources as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.